Track template uploads before deal documents are due
See whether a template batch upload has completed before relying on it for deal work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Batch Upload Status
Check the progress or completion status of a template batch upload.
Why this helps
A pending template upload can quietly delay document preparation and follow-up.
- See upload progress in the automation report
- Catch incomplete uploads before document preparation
- Keep upload follow-up connected to deal work
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docmosis once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for upload tracking.
- 3Tell Notis to check the Docmosis batch upload job status associated with the deal work and report whether it has completed.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real upload job identifier and review its status.
Questions about this workflow
What does this workflow check?
It checks the status of a template batch upload job and reports whether the upload has completed.
Where does the job identifier come from?
Provide the Docmosis batch upload job identifier in the webhook request or the automation's input. No Affinity trigger payload is specified here.
Will it retry an upload that has not completed?
No. This action checks status. Use the report to decide what follow-up is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docmosis. A trigger fires from one place; an action lands in another.
Affinity triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Delete one or more stored images.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Delete one or more templates from the environment.
Docmosis Environment Ready
Check whether the environment is active and within quota.
Docmosis Environment Summary
Retrieve the environment’s status, plan, and quota summary.
Docmosis: Get API Key
Retrieve the API access key from connection metadata.
Get Batch Upload Status
Check the progress or completion status of a template batch upload.
Download Docmosis Images
Download stored image files.
Get Docmosis Render Queue
Retrieve the current render queue status and usage.
Connect any two apps with Notis in the middle.
Affinity and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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